Zasocitinib Beats Deucravacitinib in Head-to-Head Psoriasis Trial, Boosting Takeda's Blockbuster Hopes
TAK sits 42% above its 52-week low of $12.99.
Summary
Takeda's zasocitinib showed clear superiority over Bristol Myers Squibb's deucravacitinib in a Phase 3 head-to-head psoriasis study, with 36.5% of patients achieving complete skin clearance (PASI 100) at week 16 versus 13.9% for the competitor. The data, presented at EADV 2026, also showed durable responses through week 52 and rapid itch relief as early as week 2. This strengthens zasocitinib's positioning as a best-in-class oral TYK2 inhibitor ahead of its FDA decision, which is expected under Priority Review with a PDUFA date in the coming months. The drug is already under review in the US and EU, and Takeda plans additional global submissions. Positive head-to-head data against an approved competitor could significantly expand the drug's commercial potential in the large psoriasis market.
At the time of this announcement, TAK was trading at $18.43 on NYSE in the Life Sciences sector, with a market capitalization of approximately $60.1B. The 52-week trading range was $12.99 to $19.10. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: BusinessWire.